Jeremy Wiles
Sales and Customer Success Professional with Experience in Client Retention, In House
Sales
Oakley, CA 94561-
Proficient and Result oriented experience in Client Retention, In House Sales and Lead Generation in
healthcare settings and financial services
Willing to relocate: Anywhere
Authorized to work in the US for any employer
Work Experience
Operations Management/ Sales/Client Retentions
National Budget Planners - Livermore, CA
November 2016 to Present
Created an user friendly client acquisition model and action plan using existing recruiting tools,
operation metrics and revenue growth strategies now used throughout company sales strategies
Retained over 800 and counting clients during a 12 month period, resulting in 350K in annual revenue
from annual program subscription and monthly servicing fees
Piloted a previously failing in house sales campaign that now accounts for 20K in monthly revenue by
focusing on under utilized referrals sources and existing clients with service needs
Providing Community outreach events and hosting presentations focused on financial literacy,
budgeting, and managing credit for Seniors, Recent College Graduates as well as working and middle
class families
Piloted and currently supervise an in-house sales department focused on client and payment recovery
that has been introduced Company wide after 6 months of consistent and compounding success
Food Pantry Coordinator
ICM -International Christian Ministry/Agape Ministry - Antioch, CA
February 2013 to December 2016
Coordinated with local food pantries such as White Pony, grocery stores (Lucky's) and local Churches
to provide a variety of programming related to community outreach and food deliver for middle and
working class families
Experience recruiting, scheduling and supervising a rotating staff of paid and unpaid volunteers
helping to provide hot meals and weekly food pantry meal ready groceries service for an average of
120 families
Client Service Supervisor, Operations Manager
Epic Health Services - Harrisburg, PA
May 2015 to July 2016
Effectively managed 50 to 110 medically fragile children and adult inhome nursing services through
coordinating nurse skill level and comfortability, client medical/nonmedical needs through building
rapport,focusing on compatibility, and maintaining a high level of attention to detail
Hiring, recruiting and in person payroll reporting experience resulting in a 40% boost in operating
profit, while maintaining quality of care and client satisfaction in the Dallas Branch Office
Developed a successful team culture responsible for increasing monthly revenue from $150,000
to $250,000 through a data driven recruiting method and word of mouth/digital marketing referral
campaign in the Dallas Branch office
Experience relocating within company from Dallas,Texas to Harrisburg, Pennsylvania to manage daily
operations and illustrate our companies core values of growth supported and excellent care
Creating over 100k in revenue growth in one quarter through targeting a previously underserved (low
acuity) client base in the Harrisburg Office by focusing on providing consistent and client focused care
and consistent scheduling
Implemented a 10x recruiting and marketing campaign resulting in 150k in monthly revenue increase
in overall services in the Harrisburg office
Education
Bachelor of Liberal Arts in Economics
Grinnell College - Grinnell, IA
September 2010 to May 2014
Certification of Completion in International Business and Supply Chains
Danish Institute for Study Abroad - Copenhagen
January 2012 to June 2012
Skills
Management (5 years), Operations Management (4 years), Customer Service (10+ years), Customer
Relationship Management (10+ years), Payroll (6 years), Data Analysis (8 years), Microsoft Office (10+
years), Logistics, Sales (10+ years), Sales Management (3 years), Operation (4 years)
Links
http://linkedin.com/in/jeremy-wiles-68ba88121
http://www.ohsolife.com
Assessments
Intermediate Spreadsheet Proficiency with Microsoft Excel — Proficient
January 2019
Measures a candidate's knowledge of intermediate Microsoft Excel techniques including effectively
writing and applying conditional formulas.
Full results: https://share.indeedassessments.com/share_assignment/4qqpuv3lcpjuf5-o
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued
development in any professional field.
Additional Information
Windows and Mac Operating Systems, Advanced Excel knowledge, Minitab, PowerPoint, Adobe
Illustrator, Corel Draw